Nicolet Advisory Services’s AGNC Investment AGNC Stock Holding History

Nicolet Advisory Services’s Portfolio AGNC Stock Details AGNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$163K	Hold	14,348	–	–	0.01%	411
2025 Q3	$143K	Buy	+14,348	New	+$139K	0.01%	403

Other funds holding AGNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Nicolet Advisory Services's AGNC Position: Q4 2025 in Review

Nicolet Advisory Services held its AGNC Investment (AGNC) position steady in Q4 2025 at 14,348 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #411.

Nicolet Advisory Services first reported a position in AGNC in Q3 2025 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold AGNC as of Q4 2025.

Nicolet Advisory Services held 14,348 shares of AGNC Investment worth $163K as of Q4 2025.
Nicolet Advisory Services left its AGNC Investment share count unchanged in Q4 2025.
AGNC Investment made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #411 holding.
Nicolet Advisory Services first reported a position in AGNC Investment in Q3 2025 and has held it in 2 quarters since.
641 funds tracked by Wall St. Rank held AGNC Investment as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.